I'm with Lance. My logic tells me my buckets should match my accounts or
else I have no way of knowing if the buckets represent reality or merely
what I hope is reality.

Mvelopes (slow, ugly, unpleasant, faceless) actually has a report you can
run to make sure your buckets (envelopes) and accounts match up.

ds

On Fri, Apr 3, 2009 at 8:49 PM, Lance <[email protected]> wrote:

>
> > Because I have several accounts and lots of money movement between
> > them. My buckets contain money that I have allocated to them from my
> > income buckets and I don't spend what I haven't allocated. That's the
> > standard MoneyWell usage model: Allocate only what you earn and spend
> > only what you allocate.
> >
>
> I guess I don't understand why having lots of accounts and/or lots of
> money movement would matter. If you have funds in an account that you
> don't want to be available for spending (such as a savings account),
> couldn't you just create a bucket to hold those and you would know
> anything in that bucket is not available for spending? This way your
> account and bucket balances would always match.
>
> Alternatively, you could exclude that account when add up the account
> balances and the numbers should always match there as well.
>
> Are you just trying to avoid having ANY buckets that don't represent
> available spending money? Maybe I'm missing your point here.
>
>
> > If you have a simple set of accounts and this works for you, then
> > continue to do it. It's not necessary because you shouldn't overspend
> > if you only use what's in the buckets and only fill the buckets with
> > real money (no credit cards allowed).
> >
>
> I've been bit by making this exact assumption myself. The problem you
> have is that money flows and bucket balances have no ties to reality
> if you don't have some mechanism of linking your account balances to
> your bucket balances.
>
> If you set up MoneyWell to think that only a portion of the account
> balance is available for spending, how do you track the remainder? If
> you want to transfer those funds to another account, how do you know
> how much "extra" is actually in there? If you find a problem in your
> data entry down the road and you just want to "start over", you can't
> because you're now in a situation where you can't account for every
> dollar that is in your various accounts!
>
> Maybe I'm missing something, but it seems like allowing your bucket
> balances and account balances to get out of sync is very dangerous and
> would only be safe if you had another application or spreadsheet you
> used for tracking the difference, at which point I would wonder why
> you're not simply tracking everything in MoneyWell to save yourself
> the headache.
>
> -Lance
>
> >
>

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